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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,242 | $156,616-90.9% | $133,346-89.3% | $198,609-92.8% |
| Participation rate | 57.1% | 77.7%-20.6pp | 72.8%-15.7pp | 82.4%-25.2pp |
| Annual return | 11.76% | 44.25%-32.5pp | 36.85%-25.1pp | 202.70%-190.9pp |
| Employer contribution / active EE | $672 | $3,368-80.0% | $2,853-76.4% | $5,055-86.7% |
| Participant deferral / active EE | $1,645 | $4,920-66.6% | $4,332-62.0% | $6,977-76.4% |
| Admin fee / account holder | $623,566 | $17,468+3469.8% | $14,264+4271.5% | $19,030+3176.7% |